David McRee, CPA offers:
Form 990 Return Preparation and Review
Consultations on nonprofit compliance issues
Penalty Abatement & IRS Problem Resolution
Preparation of Applications for Tax-Exempt Status
SERVICES I PROVIDE TO NONPROFITS
Take a load off of your shoulders by having your organization's Form 990, 990-EZ, or 990-PF professionally prepared by a CPA. You'll be glad you did. Spend your time on your mission, not on paperwork. I've been preparing Form 990 for nonprofits since 1997.
I'll help you get your tax-exempt status in the shortest possible time. I can help you obtain exempt status under most any classification: 501(c)(2), 501(c)(3), 501(c)(4), 501(c)(6), 501(c)(7), etc. Do it right the first time.
I literally wrote the book on Form 990 Late-Filing penalty abatement. I can help you get relief from IRS penalties or to solve other problems your nonprofit has with the IRS. I can also provide you with the materials and knowledge to "do-it-yourself." Don't delay, get relief now!
The faster you act to re-apply for your tax-exempt status, the easier and less complicated the process is. There are several ways to go about it and the rules are complicated. Even if you prefer to do it yourself, you should at least consult with a professional. Contact me for help.Learn More...
Form 990 Return Preparation
I prepare Form 990, Form 990-EZ, Form 990-N, and Form 990-PF for all types of tax-exempt organizations. I'll also be happy to review any of those forms that you have prepared to give you confidence that you have prepared them correctly.
WHO I WORK WITH
An attorney may wish to incorporate a nonprofit, but not be involved in ongoing tax compliance issues. This is where I can help. It is a valuable service to a nonprofit to introduce them to someone who can determine their filing requirements and help them meet those ongoing requirements.
I can help you establish your organization and guide you through the process of getting your federal tax-exempt status. It's a complicated process and can be confusing. It won't be confusing when I'm helping shepherd you through the process. And I'll be glad to handle your ongoing tax filings or resolve IRS penalties and problems.
Do you have a client who wants to form a nonprofit? If you aren't comfortable with tax-exempt law, you may feel more comfortable referring that work out to a specialist, like me. Many professionals prefer not to prepare the Form 990 series returns, which are very different from individual and corporate returns and have a significant learning curve.
Professionals may find themselves in a situation where an inadvertent error on their part has caused their nonprofit client to be assessed IRS penalties. It is best to seek help immediately in this situation. I have many years of experience in this area.